Unclaimed Profile

Jean Marie Kennedy

HERITAGE INVESTORS MANAGEMENT CORP·BETHESDA, Maryland

Series 62Clean record25 years registeredHERITAGE INVESTORS MANAGEMENT CORP

7101 WISCONSIN AVENUE, BETHESDA, MD 20814-4878CRD# 2464613Firm CRD# 110420

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jean Marie Kennedy · BETHESDA, MD

Registration

CRD #2464613 · HERITAGE INVESTORS MANAGEMENT CORP · 25 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: HERITAGE INVESTORS MANAGEMENT CORP

HERITAGE INVESTORS MANAGEMENT CORP

Nov 2000 – Aug 2021

BETHESDA, MD

Registrations & Exams

FINRA examinations passed

Series 62

Registration record

First registered · November 20, 2000

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HERITAGE INVESTORS MANAGEMENT CORP

CRD 110420 · SEC 801-10612

AUM

$3.7B

Regulatory assets under management

Employees

1,391 client accounts

Services offered by HERITAGE INVESTORS MANAGEMENT CORP

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at HERITAGE INVESTORS MANAGEMENT CORP →

Introduction

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Frequently Asked Questions

What services does Jean Marie Kennedy offer?

Jean Marie Kennedy specializes in Financial Planning, Investment Management, Wealth Management.

What are Jean Marie Kennedy's credentials?

Jean Marie Kennedy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jean Marie Kennedy located?

Jean Marie Kennedy is based in BETHESDA, Maryland, last registered with HERITAGE INVESTORS MANAGEMENT CORP.

How does Jean Marie Kennedy charge for services?

Jean Marie Kennedy's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HERITAGE INVESTORS MANAGEMENT CORP?

HERITAGE INVESTORS MANAGEMENT CORP has approximately 20 employees and manages $3.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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